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State Street SPDR Portfolio Intermediate Term Treasury ETF

408 hedge funds and large institutions have $8.75B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 188 increasing their positions, 114 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 26

65% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 114

11% more funds holding in top 10

Funds holding in top 10: 4550 (+5)

9% more funds holding

Funds holding: 373408 (+35)

3% more capital invested

Capital invested by funds: $8.54B → $8.75B (+$216M)

1.28% less ownership

Funds ownership: 92.53%91.24% (-1.3%)

Holders
408
Holders Change
+35
Holders Change %
+9.38%
% of All Funds
4.96%
Holding in Top 10
50
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.11%
% of All Funds
0.61%
New
71
Increased
188
Reduced
114
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
126
Cornerstone Wealth Management
Missouri
$4.71M +$664K +22,953 +16%
Citigroup
127
Citigroup
New York
$4.66M +$4.3M +148,568 +1,144%
KAS
128
Kestra Advisory Services
Texas
$4.57M -$397K -13,713 -8%
SA
129
Sanctuary Advisors
Indiana
$4.55M -$1.27M -43,757 -22%
CC
130
Climber Capital
Switzerland
$4.55M +$4.57M +157,997 New
GIA
131
Gladstone Institutional Advisory
Florida
$4.47M +$460K +15,909 +11%
B
132
Bailard
California
$4.39M +$3.72M +128,465 +543%
IWA
133
Integrity Wealth Advisors
California
$4.12M -$10.3M -355,218 -71%
APA
134
Astoria Portfolio Advisors
New York
$4.1M -$14.3M -495,837 -78%
AA
135
ArborFi Advisors
Michigan
$4.05M +$199K +6,866 +5%
AFA
136
Avant Financial Advisors
Texas
$3.82M +$354K +12,249 +10%
JSL
137
JT Stratford LLC
Georgia
$3.73M +$84.8K +2,931 +2%
WA
138
Waverly Advisors
Alabama
$3.64M +$399K +13,783 +12%
DJSG
139
D.J. St. Germain
Massachusetts
$3.6M +$596K +20,596 +20%
TFA
140
Transamerica Financial Advisors
Florida
$3.59M +$32.4K +1,119 +0.9%
PWG
141
Private Wealth Group
Florida
$3.5M +$447K +15,442 +15%
Janney Montgomery Scott
142
Janney Montgomery Scott
Pennsylvania
$3.45M -$116K -4,013 -3%
GRP
143
Global Retirement Partners
California
$3.39M -$186K -6,441 -5%
PF
144
PlanWiser Financial
Colorado
$3.14M +$32.8K +1,134 +1%
SWM
145
Silverlake Wealth Management
Vermont
$3.13M +$471K +16,259 +18%
GWP
146
Gateway Wealth Partners
Wisconsin
$3.12M -$1.92M -66,426 -38%
NF
147
Napier Financial
Massachusetts
$3.06M +$3.07M +106,222 New
LW
148
Libra Wealth
California
$3.01M
PTC
149
Private Trust Company
Ohio
$2.95M +$89.5K +3,094 +3%
JP Morgan Chase
150
JP Morgan Chase
New York
$2.9M +$538K +18,590 +23%